Savoie Capital’s Otis Worldwide OTIS Stock Holding History

Savoie Capital’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,019	Closed	-$210K	–	102
2024 Q3	$210K	Buy	+2,019	New	+$192K	0.03%	96
2024 Q2	–	Sell	-2,019	Closed	-$200K	–	91
2024 Q1	$200K	Buy	+2,019	New	+$187K	0.03%	90

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Savoie Capital's OTIS Position: Q4 2024 in Review

Savoie Capital sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 2,019 shares — an estimated $210K sold.

Savoie Capital first reported a position in OTIS in Q1 2024 and held it in 2 quarters. The position peaked at $210K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

Savoie Capital reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
Savoie Capital sold 2,019 Otis Worldwide shares in Q4 2024, an estimated $210K.
Savoie Capital first reported a position in Otis Worldwide in Q1 2024 and held it in 2 quarters.
Savoie Capital's Otis Worldwide position peaked at $210K in Q3 2024.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Savoie Capital's 13F filing for Q4 2024, filed 14 Feb 2025.